Plan Snapshot
- Plan Sponsor: Marin Academy
- Sponsor EIN: 941186189
- Sponsor Address: 1600 MISSION AVE, SAN RAFAEL, CA, 949011813
- Plan Type: 403(b)
- Total Participants: 128
- Total Assets: $50.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $50.2M | $827,912 | $1.3M |
| 2023 | 123 | $44.7M | $778,636 | $1.2M |
| 2022 | 128 | $39.0M | $703,947 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TIAA | Recordkeeper | $44,475 | — | $44,475 |
| ARMANINO LLP | Auditor | $23,500 | — | $23,500 |
| MULTNOMAH GROUP, INC | Investment Advisor | $15,075 | — | $15,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- ARMANINO LLP — Auditor
- MULTNOMAH GROUP, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,050
- Estimated Expense Ratio: 0.165% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $86,488 | — | $86,182 | — | — |
| 2023 | $74,321 | — | $74,129 | — | — |
| 2022 | $64,402 | — | $64,402 | — | — |